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$treet-¢ents
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Memorial Day Weekend … Graduation Day … Start of Summer …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 22, 2026

Technology update – Why I updated my smart watch … Jogging fall that could’ve been worse! An epiphany moment of once again, keeping technology updated!

On a road trip last fall, the morning jog turned into more of a sky dive like landing on the cement in what seemed like…

  • John Kvale CFA, CFP
  • May 20, 2026

Inheritance Heirship Part 2 … Preventing the statistics from continuing … Successful traits that continue the legacy!

Tree diagram showing successful and failed paths of generational wealth with labeled branches

J.K. Financial, Inc. Successful Heirship Habits

  • John Kvale CFA, CFP
  • May 18, 2026

Form 5498 – The late arriving, puzzling, tax form … A personal flight story, Pair of 3s! … Friday before Senior Graduation Week for many, including our last bird to leave the nest …

Nest with three eggs on a tree branch at sunset with three flying birds and mountains

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 15, 2026

CPI – Consumer Price Index did not disappoint in its Hotness ! The flow through!

J.K. Financial, Inc. CPI

  • John Kvale CFA, CFP
  • May 13, 2026

Oil prices and Oil Reserves around the world …

J.K. Financial, Inc. Oil Reserves

  • John Kvale CFA, CFP
  • May 11, 2026

CPI Preview – Going to be a hot number… Dot Com v AI Comparisons preview … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 8, 2026

Do you have a Minute? … The Importance of completing your annual Minutes for your Entity! C and S Corps and any Elected S Corps including LLC with S Elections !

J.K. Financial, Inc. Minutes for your Annual Corporate Meetings

  • John Kvale CFA, CFP
  • May 6, 2026

April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFP

Black dominoes arranged in a large circle falling under spotlight on dark background

March 2026 Review by John Kvale

  • John Kvale CFA, CFP
  • May 4, 2026

Clients: No Action Compliance Email this week – You guys are the best … Don’t Burn Bridges -Huge LIV Golf Example … April review video next week …

A broken wooden bridge with smoke rising from it over a river during sunset.

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 1, 2026
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Latest Videos
Winter 2026 J.K. Financial, Inc. Newsletter … RMD … Charitable Giving tricks and reminders … QDC’s … ETF Explosion – Good Bad and Ugly … Ripley’s Sigourney Weaver … AI overbuild ? … By John Kvale CFA, CFPNovember 4, 2026
October 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Donation Write off for Non Itemizers … COLA for Social … Crude Rates Bedfellow Separate, Fiber Cyber Railroads and AI Parallel … By John Kvale CFA, CFPNovember 2, 2026
September 2026 Financial Planning and Capital Market Audio Video Podcast format Review … BREAK IN: Honored as D Magazines Best Wealth Managers and Financial Planner … Reviewing the 4% theory/rule … Retirement contribution reminder … Plans that did not work, Twist, Yen, being forceful … By John Kvale CFA, CFPSeptember 30, 2026
August 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Annual Party Reminder/Invite … Cash Purchase Reminders … Social Security Reminder to review … FIMA/Bessent/Warsh … By John Kvale CFA, CFPAugust 31, 2026
July 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Holiday Party … Cyber … New Government Accounts … Concentration … Quick Oil take … By John Kvale CFA, CFPAugust 3, 2026

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Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
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